THE 360 NEWSLETTER
Based on the feedback received, we are pleased to inform you that enhancements have been made to the Client Fee dashboard on the Investia Advisor Centre.
New Export Feature
Going forward, you will be able to export the information available on your dashboard to Excel format:
FHSA Client Fee Eligibility
Additionally, the First Home Savings Account (FHSA) is now eligible for client fee collection, and as such this type of account has been added to the dashboard.
Should you have any questions or require additional information, please contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.
Also in this issue
- 2023 Administrative Fees – Important Reminders (Investia Nominee Accounts)
- Investia 2023 National Business Conference – Save the Dates
- Payment of Interest – Nominee Cash Account
- Reminder – Client Fee Dashboard
- Reminder – Summer Client Services Business Hours
- Statutory Holiday on Monday, June 26 – Saint-Jean-Baptiste Day
- Do Younger Canadians Need Insurance? (PPI)
- iA Clarington Webcast Replay